Director of Financial Planning and Analysis

Elevate Recruiting has been retained by a leading mid-market private equity firm to identify an experienced Director of FP&A for one of its portfolio companies. This individual will be responsible for overseeing the day-to-day finance functions, acting as a strategic partner to the CFO. You will be responsible for providing insight into financial performance, driving data-informed decision-making, and supporting growth initiatives in a dynamic, private equity–backed environment.

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning across multiple business units.
• Develop integrated financial models that incorporate revenue drivers, gross margin, operating expenses, working capital, and cash flow.
• Partner with business leaders to understand key assumptions, risks, and opportunities impacting financial performance.

• Produce timely and accurate monthly and quarterly management reporting, including variance analysis versus budget, forecast, and prior periods.
• Analyze profitability by brand, channel, customer segment, and product line to support pricing, margin improvement, and investment decisions.
• Create and maintain KPIs, dashboards, and executive-level reporting to enhance visibility into operational and financial performance.

• Serve as a trusted thought partner to the CFO and executive team on strategic initiatives, cost optimization efforts, and growth opportunities.
• Support business case development for capital investments, new initiatives, and potential acquisitions or integrations.
• Collaborate cross-functionally with Sales, Operations, Supply Chain, and Accounting to align financial plans with operational execution.

• Partner closely with Accounting on actuals, close timelines, and data integrity to ensure consistency between FP&A and financial reporting.
• Support ERP and systems integration efforts, including standardization of reporting and consolidation across multiple platforms.
• Drive process improvements to enhance forecasting accuracy, reporting efficiency, and scalability as the business grows.
• Build, mentor, and develop an FP&A team capable of supporting a growing, complex organization.
• Establish best practices, documentation, and standardized planning and reporting processes.
• Foster a culture of accountability, continuous improvement, and collaboration.

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
• 10+ years of progressive experience in FP&A or corporate finance, including leadership responsibility.
• Experience supporting multi-entity, multi-channel, or multi-brand businesses; distribution, manufacturing, or consumer products experience preferred.
• Prior private equity–backed company experience strongly preferred.
• Advanced financial modeling and analytical skills with strong attention to detail.
• Hands-on experience working with ERP systems and financial planning tools.
• Strong communication skills with the ability to translate complex financial data into clear business insights.